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Name Holding Trade Value Shares
Change
Change in
Stake
RA
801
Rational Advisors
New York
$6K +$6K +103 New
THWM
802
Taylor Hoffman Wealth Management
Virginia
$6K +$6K +103 New
PGAM
803
Princeton Global Asset Management
New Jersey
$5K -$9.84K -169 -64%
CFO
804
CVA Family Office
Colorado
$5K
FPFS
805
First Personal Financial Services
North Carolina
$5K
VCM
806
Versant Capital Management
Arizona
$5K +$582 +10 +14%
IF
807
Ironwood Financial
Arizona
$5K +$4.54K +78 New
HS
808
Horan Securities
United States
$5K +$4.89K +84 New
MC
809
Martin Currie
United Kingdom
$5K +$4.95K +85 New
KWM
810
Keebeck Wealth Management
Illinois
$5K +$5.36K +92 New
LWA
811
Lenox Wealth Advisors
New York
$4K -$7.28K -125 -65%
FCA
812
FinTrust Capital Advisors
South Carolina
$4K -$4.6K -79 -54%
AA
813
AlphaMark Advisors
Kentucky
$4K
FMTCOCP
814
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K
TCM
815
Tradewinds Capital Management
Washington
$4K
MA
816
MCF Advisors
Kentucky
$4K +$1.05K +18 +45%
CAGAS
817
Capital Advisory Group Advisory Services
Minnesota
$3K
LS
818
Leelyn Smith
Illinois
$3K
MSFP
819
Mark Sheptoff Financial Planning
Connecticut
$3K
TI
820
tru Independence
Oregon
$3K
TFS
821
TrustCore Financial Services
Tennessee
$3K
PG
822
Proffitt & Goodson
Tennessee
$3K +$2.97K +51 New
APWA
823
Atlas Private Wealth Advisors
New Jersey
$3K +$3.2K +55 New
DAM
824
Delta Asset Management
Tennessee
$2K
CWC
825
Carolinas Wealth Consulting
North Carolina
$2K +$2.33K +40 New